A blog for everyday financial tips, Trajan news updates, and more
With Valentine’s Day approaching, it’s a good time to reflect on our relationships. One crucial relationship we often overlook is our relationship with money, which affects every part of our lives. Here are some tips to improve it.
Staying the course through geopolitical turbulence Just as we thought everything was coming back together again, another potentially portfolio-damaging crisis – one in the form of geopolitical tensions – has
Spring is the season when high school seniors and their families find out if their awards package at their chosen college or university will be enough or not. Whether you
Despite progress toward financial planning and saving, women often face challenges regarding their financial security. Among these challenges is more time away from the workforce, the gender pay gap, and
While interest rates will stay near zero, for now, the Fed will start raising interest rates likely this coming month (March 2022). With a strong labor market and January 2022’s
Trajan Wealth seeks to generate alpha in internally managed products through a combination of macro analysis of the economy and markets and bottom-up security selection. We expected this to be
Communicating about money with your significant other is vital to a successful, lasting relationship. Transparent, open-minded conversations about money are an essential step towards setting and meeting the financial goals
Marti has over 12 years as a fiduciary advisor specializing in working with people close to retirement or already retired. Her primary focus is on creating income plans that maximize their benefits in the most tax-efficient manner. In fact, Marti always considers taxation when advising clients.
Understanding her client’s temperament for risk, Marti helps design customized and trackable plans. Working at Trajan Wealth suits her because “being a fiduciary advisor allows me to offer unbiased advice without an agenda or judgment.” She takes a lot of time to learn about her clients. “I learn their hopes and dreams, what they want their life to include, and if they want to leave a legacy when they pass. What is important to them allows me to build a financial plan that is much more meaningful.”
Her approachable personality comes along with high-powered credentials. Over the years, Marti has had many speaking engagements and co-hosted a financial talk radio show on 105.1FM, “The Big Talker.”
